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Add a new training history record to an employee

Create a training history record for an employee.

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Written by Harry Ledger
Updated over 2 months ago

To create a new training record for an employee, follow these steps.

  1. Click Training & Development, then click Training.

  2. Click Training History and open the employee record.

  3. Click New Record and fill out the information in the first step of the wizard:

    • Course Name

    • Scheduled days

    • Start Date

    • End Date

    • Duration (Days)

    • Passed (if applicable)

    • Course Title (automatically populated)

  4. Click Next and review the information. Click Finish.

  5. Fill in the next part of the wizard:

    • Status Type

    • Date the Status was achieved

    • Time the Status was achieved

    • Select a Contact (if required)

    • Select a Reason (if required)

  6. Click Next and review the course costs. Click Next and then click Finish.

The training course has now been added to the employee's training history.

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